401(k) · DOL Form 5500 · 2023

Karter Industries, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 2
Participants Small participant base: 33rd
Percentile by assets National rank: $1.3M
Avg per participant High balance/head

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Official DOL plan name: Karter Industries Retirement Plan · Sponsored by Karter Industries, Inc · New Mexico · Transportation & Warehousing

$3M in assets, 2 participants

Karter Industries, Inc's Karter Industries Retirement Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#1,090 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Karter Industries Retirement Plan holds $3M for 2 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#1,090
in Transportation & Warehousing (3,362 peers): +0.0%
assets growth YoY

Karter Industries Retirement Plan among the smaller filed plans by assets

Karter Industries Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,501,095 33rd percentile higher than 33% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Karter Industries Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Karter Industries Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Karter Industries Retirement Plan reported net income rose from $1 in the plan year 2022 filing to $5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811035299 · Karter Industries, Inc PY 2023 · 401(k)

Karter Industries Retirement Plan · $3M · 2 · 33rd

SCH $3M
EBSA 2
PART 33rd
TYPE 401(k)
NET near Caffe Nero Americas 401(k) Plan
BOOK ind #1090

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in New Mexico →

End-of-year total assets ($M) among Karter Industries Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$5
Employer EIN	811035299
Plan Effective Date	2016-01-05
Filing Status	FILING RECEIVED

Sponsor Plan History (Karter Industries, Inc)

Latest sponsor-wide plan assets: $3M 0.00035984310840473554% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$3M
2023	1	2	$3M
2024	1	2	$3M

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Karter Industries Retirement Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

Ntess Savings and Income Plan $6.1B · 14,721
Triad 401(k) Retirement Plan $2.0B · 10,005
Triad 401(k) Savings Plan $840M · 2,249
Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962

Compare Karter Industries Retirement Plan side-by-side with 3 peers →

Karter Industries Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Caffe Nero Americas 401(k) Plan in MA ($3M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Caffe Nero Americas 401(k) Plan (MA) $3M · 212
Pharmalink, Inc. 401(k) Plan (FL) $3M · 158
Don Services, Inc. 401(k) Profit Sharing Plan (PA) $3M · 482
Jacoby & Meyers Attorneys LLP 401(k) Profit Sharing Plan (CA) $3M · 191

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Karter Industries Retirement Plan assets move in 2023? ▼

Karter Industries Retirement Plan held essentially flat - up 0.0% during 2023, from $3M to $3M. Reported net income was $5.

How have Karter Industries, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Karter Industries, Inc's sponsor-wide assets grew 0.0%, from $3M to $3M.

Which 401(k) plans are similar in size to Karter Industries Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Caffe Nero Americas 401(k) Plan in MA ($3M, 212 participants).

Which 401(k) plans cover a similar participant headcount to Karter Industries Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811035299.